Knowledge Base

When creating a new Compliance Record, the Person or Lead field will automatically be populated, along with their Email address from the Person or Lead record.  Legal Grounds  When creating a Compliance Record, you will need

When creating a new Compliance Record, the Person or Lead field will automatically be populated, along with their Email address from the Person or Lead record.

Compliance Records allow you to track the lawful grounds under which you process an individual’s personal data, helping you support GDPR and similar data‑protection obligations. Before creating any Compliance Records, ensure the Compliance Module is

Compliance records are available as an additional Module on all Customer Databases. By default they have been turned off, but can be activated by a System Administrator via Start > Configuration > Users & Security

NOTE: Please note that the Compliance record has been created in order to help you store your compliance under GDPR; Workbooks is not able to advise you specifically on how you control your data to